2. Social Media Today presents:
Social Media and Investor Relations Collide
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3. How to Participate
• Submit your questions in the GotoWebinar presentation
window
• Follow along and share your thoughts on Twitter at
#SMTlive

4. About the Moderator
Robin Fray Carey founded Social Media Today LLC, a media
company which brings together many of the world’s best
thinkers about business and policy topics, in 2007. Prior to that,
she ran her own media consulting company for 16 years, and
worked with Time Inc, Newsweek, BusinessWeek and Ziff-Davis.
She leads a team that curates web-based content about social
media and other topics, speaks frequently about social media
and business, and is an advisor to Pivot and Social Week, and to
the Society for New Communications Research. She also is a
member of the International Rescue Committee’s Board of
Overseers and is on the Charlottesville, Virginia local board of
the IRC. Follow her: @robincarey

5. About the Panel
Victor Gaxiola is a social media evangelist that specializes in helping regulated firms adopt social media best
practices to increase online influence and presence. Prior to joining Actiance as a Subject Matter Expert (SME)
in social media, Victor owned Red 7 Marketing, a social media consulting firm focused on serving the financial
services industry. He was also an early adopter of social media tools in financial services working as a financial
advisor for six years and co-founder of the Gaxiola Financial Group/. Victor graduated from UCLA with a B.A. in
Interpersonal Communication Studies and is active in his local community serving on two non-profit boards.
Jaime Fitzgerald is the Founder and President of Fitzgerald Analytics, a next-generation consulting firm that helps
clients identify and unlock opportunities using data, analytics, technology, people, and process. He is a frequent
speaker, writer, and trusted advisor to clients in Financial Services and beyond, known for taking a strategic
approach to technical topics including business intelligence, risk management, customer experience design, social
media marketing, and marketing ROI. With his colleagues at Fitzgerald Analytics, Jaime designed the Data to
Dollars™ methodology and the Data to Dollars Toolkit™, which have been used to unlock hundreds of millions of
dollars in concrete results for the firm’s clients.
Jeff Corbin is Chief Executive Officer of KCSA Strategic Communications. Jeff brings more than fifteen years of
integrated IR, PR and marketing experience to help clients grow their businesses. He has lectured in the U.S. and
internationally on building relationships with Wall Street and is the author of the book, Investor Relations: The Art
of Communicating Value (Aspatore Books; May 2004 and February 2011). Most notably, Jeff has developed
financial communications programs for the American Stock Exchange and dozens of Israeli companies who have
their primary listings on the NYSE and NASDAQ.

6. Social Media Maturity Curve
Early Majority
Early Adopters • Corporate SM presence
• Corporate Presence • Social media usage
Early Consideration • Acceptable use policy by distributed teams
advisors
• Some Corporate • Social media being
Presence • Acceptable use policy
used by distributed
• Banned/ restrictive teams/advisors • Next step, use social
Pre-Consideration policy in place • Need to: use social to to develop, strengthen
relationships, for some
• No Social Presence • Pilot program for develop, strengthen
also as a sales channel
• Restrictive social content distribution relationships, for
might be in place some also as a sales • Previous concerns
policy
channel about FINRA and/ or
• No Social Tools • Need to: justify
impact of social media
distributed teams
• Need to: identify overcome by market
usage
options, best practices acceptance and
demonstrable results.
© 2012, Actiance, Inc. All rights reserved. Actiance and the Actiance logo are trademarks of Actiance, Inc.

7. Social Media Impact on Drivers of Profit: “Beginning with the End in Mind”
New Client
Acquisition 1. Clients
Client Loyalty &
Retention
2. Share of Wallet Revenue
3. Pricing Power
Profit
4. Marketing / PR / IR
5. Risk Management Cost
6. Cost of Capital

8. Thanks for Joining Us
• This webinar will be available on-demand at
www.SocialMediaToday.com. Stop by to
learn more and share your comments.
• Connect with our panelists on Social Media
Today using the search function:

9. Join us July 31st for…
Content Marketing and the Social Web
Register here: http://socialmediatoday.com/content-marketing-social-
web